Finance and accounting

Turn document images and PDFs into reviewable finance data

Extract receipts and tables, convert documents into usable text or spreadsheets, and keep human review at the center of every financial workflow.

Extract a ReceiptPlan a Document Workflow
  • Web products available now
  • Batch only where labelled
  • API only where documented
Receipts and finance documents flowing into organized spreadsheet-style data
Workflow illustration

Input

Source files

Output

Workflow-ready result

An illustrative view of the finance & accounting workflow.

Industry challenges

The operational problem starts before the first edit

Finance teams need usable data, not another image of a document. The difficult part is moving from mixed inputs to structured output while preserving a clear review step.

01

Data trapped in scans and photographs

Receipts, statements, and photographed tables cannot enter a spreadsheet workflow without extraction.

02

Mixed document formats

One process may receive images, searchable PDFs, scanned PDFs, and handwritten notes.

03

Review is non-negotiable

Amounts, dates, tax fields, and table rows must be checked before they affect a ledger or decision.

End-to-end workflow

A document-to-data workflow with an explicit review stage

Choose the product based on the source and desired output; do not force every finance document through one generic OCR step.

  1. 1

    Classify the source

    Identify whether the input is a receipt image, photographed table, handwritten page, searchable PDF, or scanned PDF.

  2. 2

    Extract the relevant content

    Use receipt extraction for receipt fields, table extraction for rows and columns, or OCR for text.

    Receipt Extractor
  3. 3

    Choose the working format

    Send an image table to Excel/CSV or convert a PDF table into a spreadsheet in the web application.

    Image to Excel
  4. 4

    Review the output

    Compare critical totals, dates, entities, and rows against the source before acceptance.

  5. 5

    Export to the next system

    Download text, CSV, Excel, JSON, or the product's supported output for downstream work.

  6. 6

    Automate supported image extraction

    Use the public extraction API for receipt images or table images; generic PDF automation is not public today.

Relevant products

Products matched to finance source documents

The web application covers broader PDF and Office output. The API badges identify only the four currently public extraction kinds.

Pixoate product

Receipt Extractor

Returns receipt text and structured fields for review instead of leaving the result as an image.

  • Web app
  • Web batch
  • Public API
Extract Receipt Data

Pixoate product

Image to Excel

Moves a photographed table into a spreadsheet-oriented workflow in the web app.

  • Web app
  • Web batch
Convert an Image to Excel

Pixoate product

Image to CSV

Creates CSV output from image-based tables and maps to the public table-extraction kind.

  • Web app
  • Public API
Extract a Table

Pixoate product

PDF to Excel

Converts PDF tables into an Excel file in the web application.

  • Web app
  • Web batch
Convert PDF to Excel

Pixoate product

PDF to Text

Recovers usable text from digital or scanned PDFs in the web application.

  • Web app
  • Web batch
Extract PDF Text

Document-to-data preview

Keep the source beside the structured result

Extraction accelerates preparation; review confirms that finance-critical values match the original document.

Source documents

Receipt photo, scanned statement, or table image

Reviewable data

Fields, text, CSV rows, or spreadsheet output

API and automation

Automate receipt and table-image extraction today

The public extraction endpoint accepts one image and a supported extraction kind. Receipt and table-image workflows are available; generic PDF processing, PDF-to-Excel API, and asynchronous document jobs are not.

Input
A multipart image, kind (`receipt` or `table` for these workflows), optional engine/languages, API key, and idempotency key.
Processing
Pixoate runs the selected extraction path as a synchronous metered OCR request.
Output
Receipt requests return text and fields. Table requests return CSV content and confidence values.
View API DocumentationContact API Sales
/api/v1/extractAvailable now

Sample request

POST /api/v1/extract
X-API-Key: <your-key>
Idempotency-Key: <unique-key>

file=@receipt.jpg
kind=receipt

Sample response

{"success":true,"kind":"receipt","text":"<extracted text>","fields":{"total":"<value>"},"creditsSpent":1}

Current boundary: The public endpoint does not currently accept a PDF processing job, provide PDF-to-Excel, expose an asynchronous status API, or deliver webhooks.

Workflow value

Finance workflow measures to track

Start from your current baseline, run the workflow, and measure these operational indicators in your own environment.

Fields entered manually
Begin from extracted receipt or table data instead of retyping every value.
Documents waiting for preparation
Use source-specific web products and registered batch modes where available.
Exceptions found during review
Keep source and output paired so uncertain values are visible before export.
Format handoffs
Move from image/PDF input to text, CSV, or Excel output inside the platform.

Product evidence

Capabilities you can validate directly in Pixoate

Broad web document products

Receipt extraction, image/PDF text, image/PDF spreadsheet conversion, and related PDF products are available in the web app.

Narrow, real public extraction API

Receipt, handwriting, vCard, and table extraction are the documented public kinds.

No automated accounting claim

Pixoate prepares reviewable data; it does not post to a ledger, make accounting decisions, or replace professional review.

Practical answers

Finance document workflow questions

Can Pixoate extract receipt totals and line items?

The receipt extractor returns extracted text and structured fields for review. Field availability depends on the source and extraction result, so critical values must be verified.

Is PDF to Excel available through API?

No. PDF to Excel is currently a web-application product. The public extraction API supports image-based receipt, handwriting, vCard, and table workflows.

Can I process multiple finance documents?

Several relevant web products are registered for Premium batch use. The public API remains synchronous and single-file, without a public batch-job endpoint.

Does Pixoate integrate directly with accounting software?

No named accounting integration is advertised. You can export supported web outputs or integrate the documented extraction response into a system you control.

Should extracted data be trusted without review?

No. Financial values should be checked against the source before import, posting, payment, or reporting.

Product limits and access can change by route and plan. The linked product, pricing, and developer pages remain the final source.

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Choose your path

Move from document image to reviewed data

Start with a web extraction product, design a team review workflow, or integrate the currently supported receipt and table-image API.

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